SFS
BX icon

Sowell Financial Services’s Blackstone BX Stock Holding History

Sowell Financial Services’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.52M Sell
12,954
-424
-3% -$50.9K 0.05% 367
2026
Q1 		$1.54M Buy
13,378
+1,905
+17% +$248K 0.06% 354
2025
Q4 		$1.77M Buy
11,473
+822
+8% +$125K 0.07% 314
2025
Q3 		$1.82M Sell
10,651
-123
-1% -$21.1K 0.07% 304
2025
Q2 		$1.61M Sell
10,774
-1,705
-14% -$234K 0.07% 308
2025
Q1 		$1.74M Buy
12,479
+202
+2% +$32.8K 0.08% 267
2024
Q4 		$2.12M Buy
12,277
+24
+0.2% +$4.18K 0.11% 205
2024
Q3 		$1.88M Sell
12,253
-1,584
-11% -$220K 0.09% 247
2024
Q2 		$1.71M Sell
13,837
-671
-5% -$82.6K 0.08% 251
2024
Q1 		$1.91M Buy
14,508
+151
+1% +$18.9K 0.09% 242
2023
Q4 		$1.88M Buy
14,357
+3,237
+29% +$350K 0.1% 223
2023
Q3 		$1.19M Sell
11,120
-492
-4% -$51.2K 0.07% 281
2023
Q2 		$1.08M Buy
11,612
+28
+0.2% +$2.42K 0.06% 339
2023
Q1 		$1.02M Sell
11,584
-8
-0.1% -$707 0.08% 289
2022
Q4 		$860K Buy
+11,592
New +$1M 0.06% 337
2021
Q2 		– Sell
-10,234
Closed -$904K – 842
2021
Q1 		$904K Sell
10,234
-509
-5% -$35.1K 0.03% 441
2020
Q4 		$696K Buy
10,743
+83
+0.8% +$4.83K 0.03% 427
2020
Q3 		$556K Sell
10,660
-16,908
-61% -$905K 0.03% 444
2020
Q2 		$1.56M Buy
27,568
+2,531
+10% +$133K 0.09% 206
2020
Q1 		$1.14M Buy
25,037
+13,878
+124% +$768K 0.08% 235
2019
Q4 		$624K Sell
11,159
-154
-1% -$7.99K 0.05% 382
2019
Q3 		$553K Buy
+11,313
New +$552K 0.05% 388
2019
Q1 		$337K Buy
9,644
+1,009
+12% +$33.7K 0.04% 431
2018
Q4 		$257K Sell
8,635
-64
-0.7% -$2.12K 0.04% 417
2018
Q3 		$331K Buy
+8,699
New +$314K 0.05% 259

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sowell Financial Services's BX Position: Q2 2026 in Review

Sowell Financial Services reduced its Blackstone (BX) stake by 3.2% in Q2 2026, selling an estimated $50.9K and leaving 12,954 shares worth $1.52M. The position accounts for 0.05% of the portfolio, ranked #367.

Sowell Financial Services first reported a position in BX in Q3 2018 and has held it in 25 quarters since. The position peaked at $2.12M in Q4 2024. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Sowell Financial Services held 12,954 shares of Blackstone worth $1.52M as of Q2 2026.
  • Sowell Financial Services sold 424 Blackstone shares in Q2 2026, an estimated $50.9K.
  • Blackstone made up 0.05% of Sowell Financial Services's portfolio in Q2 2026, its #367 holding.
  • Sowell Financial Services first reported a position in Blackstone in Q3 2018 and has held it in 25 quarters since.
  • Sowell Financial Services's Blackstone position peaked at $2.12M in Q4 2024.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.